Relationship Manager
4 weeks ago
This role is responsible for supporting the Financial Advisor team in developing and enhancing existing client relationships. The ideal candidate will have strong communication skills, be detail-oriented, and have a thorough understanding of the suite of Wealth Management products and services.
Key Responsibilities:
Serve as a key point of contact for clients on non-administrative requests and needs
Support relationship management activities and develop, implement, and monitor the team's client service model
Assist with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition
Requirements:
Series 7 and 66 licenses or Series 7, 63, and 65 licenses
SAFE ACT Registration
High School Diploma or equivalent
Skills:
Account Management
Business Acumen
Client Management
Client Solutions Advisory
Portfolio Management
Referral Identification
Referral Management
Relationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification
Benefits:
This role is eligible for a formulaic incentive plan and offers a competitive salary range of $48,000 to $100,000 annualized, based on experience, education, and skill set. Bank of America provides industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to the sustainable growth of the business and communities served.
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